46 Client Services jobs

Client Services professionals in the financial markets sector play a crucial role in maintaining and enhancing relationships with clients, ensuring their satisfaction, and supporting their ongoing needs. These individuals serve as the primary point of contact between the financial institution and its clients, providing support, resolving issues, and facilitating access to various financial products and services.

Key responsibilities and aspects of Client Services roles in financial markets include:

  1. Relationship Management:
    • Building and maintaining strong relationships with assigned clients
    • Understanding client needs, preferences, and investment objectives
    • Proactively engaging with clients to ensure satisfaction and retention
    • Identifying opportunities for cross-selling and upselling financial products
  2. Query Resolution:
    • Addressing client inquiries regarding account status, transactions, and services
    • Investigating and resolving complex client issues or complaints
    • Coordinating with various internal departments to provide comprehensive solutions
    • Ensuring timely and accurate responses to all client communications
  3. Account Management:
    • Overseeing client account activities and ensuring accuracy
    • Facilitating account openings, closures, and modifications
    • Assisting clients with account transfers and fund movements
    • Ensuring compliance with account-related regulations and internal policies
  4. Transaction Support:
    • Assisting clients with execution of financial transactions
    • Providing guidance on transaction processes and requirements
    • Coordinating with trading desks and back-office teams to ensure smooth transaction flow
    • Troubleshooting transaction-related issues and discrepancies
  5. Reporting and Documentation:
    • Preparing and delivering regular client reports and statements
    • Assisting clients in understanding complex financial reports
    • Ensuring timely distribution of tax documents and other required paperwork
    • Maintaining accurate and up-to-date client records
  6. Product Education:
    • Educating clients about new financial products and services
    • Providing information on market trends and investment opportunities
    • Organizing and conducting client seminars or webinars
    • Collaborating with product specialists to address specific client inquiries
  7. Risk and Compliance:
    • Ensuring all client interactions adhere to regulatory requirements
    • Identifying and reporting potential compliance issues or suspicious activities
    • Assisting with periodic client reviews and due diligence updates
    • Staying informed about changes in financial regulations affecting client services
  8. Technology Support:
    • Assisting clients with access to online platforms and digital services
    • Troubleshooting technical issues related to client-facing applications
    • Providing guidance on the use of financial tools and calculators
    • Collecting feedback for improvements in digital client services
  9. Client Onboarding Support:
    • Assisting new clients through the onboarding process
    • Ensuring all required documentation is collected and verified
    • Coordinating with onboarding teams to expedite account setup
    • Providing a smooth transition from onboarding to ongoing service
  10. Performance Monitoring:
    • Tracking client satisfaction metrics and feedback
    • Identifying trends in client inquiries and service requests
    • Implementing improvements based on client feedback and performance data
    • Reporting on service level agreements (SLAs) and key performance indicators (KPIs)
  11. Crisis Management:
    • Providing support and guidance during market volatility or crises
    • Communicating important updates and information to clients
    • Coordinating with management to address client concerns during critical times
    • Implementing special procedures or accommodations during exceptional circumstances
  12. Continuous Improvement:
    • Participating in training programs to enhance product knowledge and service skills
    • Contributing to the development of best practices in client service
    • Suggesting and implementing process improvements
    • Staying updated on industry trends and competitive offerings

Successful Client Services professionals in financial markets typically have educational backgrounds in finance, business administration, or related fields. Many also pursue certifications in financial planning or customer service excellence.

Key skills for success in Client Services include:

  • Excellent communication and interpersonal skills
  • Strong problem-solving abilities and attention to detail
  • In-depth knowledge of financial products and markets
  • Ability to explain complex financial concepts in simple terms
  • Patience and empathy when dealing with client concerns
  • Proficiency in CRM systems and financial software
  • Time management and ability to handle multiple priorities
  • Adaptability to changing market conditions and client needs

Client Services professionals must stay current with financial market trends, product offerings, and regulatory changes affecting client interactions. They play a vital role in maintaining client satisfaction, fostering long-term relationships, and contributing to the overall success and reputation of the financial institution.

 

Full time
 
Client Services Associate
CMC Markets Sydney NSW, Australia
If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that’s growing with you, by global expansion and product offering. As a Client Services Associate at CMC Markets, you'll play a crucial role in maintaining our 14-year streak as recipients of 'Canstar's Most Satisfied Customers' award. Based in our vibrant Chatswood office, you'll dive into the fast-paced world of financial services. You'll gain invaluable experience, develop your skills, and lay the foundation for a thriving career in the industry whilst participating in our career development pathway. Your journey begins with comprehensive training, including the prestigious RG146 Financial...

Dec 14, 2025
Client Services Analyst
Virtu Financial London, England, United Kingdom
VIRTU As a leading financial technology firm, we leverage cutting-edge technology to deliver liquidity to global markets as well as innovative, transparent trading solutions and industry standard-setting analytics tools to our clients. As a market maker, Virtu provides deep liquidity that helps to create more efficient markets around the world. Our market structure expertise, broad diversification, and execution technology enables us to provide competitive bids and offers in over 19,000 securities, at over 235 venues, in 36 countries worldwide.  Virtu offers a dynamic, meritocratic environment with a flat hierarchy. No finance background is necessary or expected. This is a great opportunity for the right candidate to kick start a career in the financial technology space. Our team is a dedicated group of client relationship managers, traders , analysts and developers that are inspired by the unique and exciting challenges we solve every day. Our culture combines the...

Dec 13, 2025
Full time
 
Client Services Associate, Capital Markets  
S&P Global CO, USA
About the Role: Grade Level (for internal use): 07 About the   Role:   Client Services Associate, Capital Markets    The Team:    Join a team that develops your financial knowledge, S&P product expertise, problem-solving skills, and professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve their issues, interpret our data, and navigate the Capital IQ and Capital IQ Pro platforms. Working as a team is essential in this role. Additionally, Client Services interacts with many internal teams, including Sales, Content, Product, and Technical Support.  Responsibilities and Impact:    Following approximately 1-2 months of training and mentorship, you will begin to support clients over the phone, via web chats and emails. Beyond learning how to communicate with clients, you will also receive deep-dive training on our data, present group projects, learn about our customer segments, and gain...

Dec 13, 2025
Full time
 
Institutional Client Services Associate (French Speaking)
Interactive Brokers London, United Kingdom
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

Dec 13, 2025
Full time
 
Client Services Representative
Interactive Brokers Sydney, Australia
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

Dec 12, 2025
Full time
 
Client Services Associate, Capital Markets  
S&P Global Charlottesville, VA, USA
About the Role: Grade Level (for internal use): 07 About the   Role:   Client Services Associate, Capital Markets    The Team:    Join a team that develops your financial knowledge, S&P product expertise, problem-solving skills, and professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve their issues, interpret our data, and navigate the Capital IQ and Capital IQ Pro platforms. Working as a team is essential in this role. Additionally, Client Services interacts with many internal teams, including Sales, Content, Product, and Technical Support.  Responsibilities and Impact:    Following approximately 1-2 months of training and mentorship, you will begin to support clients over the phone, via web chats and emails. Beyond learning how to communicate with clients, you will also receive deep-dive training on our data, present group projects, learn about our customer segments, and gain...

Dec 11, 2025
Full time
 
Institutional Client Services Representative - French speaker
Interactive Brokers Zug, Switzerland
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. Job...

Dec 11, 2025
Full time
 
Client Services Administrator (Shareholder Communication) - Contract (Hybrid)
Broadridge Brentwood, NY, USA
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquires made in writing or via email, performing account maintenance updates, drafting responses for escalated shareholder inquires on behalf of the management team and forming letters advising the shareholder of additional information needed to complete certain requests. You will perform daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations, and guidelines of SEC (Securities and Exchange Commission), and STA (Securities Transfer...

Dec 10, 2025
Full time
 
Client Services - Security & Login Assistance Representative (Spanish)
Interactive Brokers Dublin, Ireland
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

Dec 10, 2025
Full time
 
Client Services Consultant
IG Group Kraków, Poland
Job Title Client Services Consultant Job Description So, who are we? Hello, we're IG Group. We are a publicly-traded FTSE250 FinTech company who run mobile, web and desktop platforms that help our clients trade stocks & shares, leveraged products, Futures & Options and Crypto. We are ambitious. Over 340,000 people already use our platforms. We're global with offices in 18 countries and products in 16 regions. We're hungry to move faster, ship better product for our customers and grow our user base. We believe in high autonomy, and we want people who are looking to do things differently in order to create better experiences for our customers. We work in cross-functional teams and are laser focused on increasing the number of active clients we serve to drive sustainable growth. What you'll do Deliver exceptional customer service as part of IG Group's customer support team, providing digital -first support to global customer and handling a range of que ries...

Dec 09, 2025
Full time
 
Client Services/Customer Support Analyst (US SHIFT WORKING HOURS)
S&P Global Plot No 3 NH 8, Ambience Island, DLF Phase 3, Sector 24, Gurugram, Haryana 122002, India
About the Role: Grade Level (for internal use): 07 The Team: We are over 14,000 analysts, data scientists and specialists armed with real-time technology and data, working together to uncover deeper sources of information. The unique insights we provide help the industries and markets that drive our economies operate more efficiently, outpace competition and secure long-term success. Our global insights impact nearly every major sector - from aerospace to automotive. We empower our customers by isolating cause and effect, risk and opportunity in new ways so they can make well-informed decisions with greater confidence. This is a force we call The New Intelligence. The Impact: The Customer Care Team is responsible for participating in all aspects of receiving, evaluating, and resolving S&P Global Market Intelligence’s customer service issues in a timely fashion.Team members focus on providing a first-class service that contributes to measurable increase in...

Dec 09, 2025
Full time
 
Client Services Associate
CMC Markets Sydney NSW, Australia
If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that’s growing with you, by global expansion and product offering. As a Client Services Associate at CMC Markets, you'll play a crucial role in maintaining our 14-year streak as recipients of 'Canstar's Most Satisfied Customers' award. Based in our vibrant Chatswood office, you'll dive into the fast-paced world of financial services. You'll gain invaluable experience, develop your skills, and lay the foundation for a thriving career in the industry whilst participating in our career development pathway. Your journey begins with comprehensive training, including the prestigious RG146...

Dec 09, 2025
Full time
 
Client Services Analyst
Crypto.com Bangalore, India
In another bold move, Crypto.com acquired Nadex (North American Derivatives Exchange) who were founded in 2008 and is the premier US exchange for binary options, call spreads, and knock-outs, offering secure and innovative ways to participate in the markets. We are regulated by the Commodity Futures Trading Commission (CFTC) as a registered DCO and DCM. The North American Derivatives Exchange (NADEX), a wholly owned subsidiary of  Crypto.com , is fully regulated Chicago-based derivatives Exchange. It is unique in its offering, as it is the first exchange where retail investors can become members of an exchange directly, without the need for a broker. On the Nadex exchange, we list innovative capped-risk derivatives contracts on a wide range of global financial markets.   Responsibilities: General Role description: Your role will be to help deliver world-class and industry leading support to our global client base across various written channels. You don’t need a...

Dec 08, 2025
Full time
 
Specialist, Client Services
S&P Global Dallas, TX, USA
About the Role: Grade Level (for internal use): 08 About the Role: EDM Product Technical Support The Team: EDM provides Enterprise Data Management solutions for banks, asset managers, hedge funds, insurance companies, software companies and treasury functions in large institutions. With offices in EMEA, North America, APAC and India, EDM has a global reach and increasingly clients require work to be carried out remotely from their main office. Responsibilities and Impact: Primary duties will be 2nd line support investigation, reproduction, and resolution of customer issues which includes but is not limited to: Advising on workarounds and identifying issues for bug fixing by the development team.  Supporting and monitoring feeds and processes for hosted and installed clients. Interacting with clients and colleagues to ensure accurate and timely information flows. Investigating and documenting existing procedures and making recommendations for...

Dec 08, 2025
Full time
 
Client Services/Customer Care Support Associate Manager
S&P Global Gurugram, Haryana
About the Role: Grade Level (for internal use): 10 Job Summary:  The Client Services/Support Associate Manager will be responsible for managing the client support team in Gurgaon India , ensuring high-quality service delivery and managing client relationships. This role involves collaborating with internal stakeholders, technical and product teams to enhance client satisfaction and drive service improvements. The role is expected to work mainly during the US Hours but will have direct reports to manage, working in the APAC hours. Principal Accountabilities: Develop and initiate business and operational vision that drive organization, process and technology improvements in support of new and changing product requirements. Effective and timely communication with both internal and external customers around business metrics, collaboration and customer delight Continuously and proactively strive to improve Customer Delight within area of responsibility Proactive...

Dec 08, 2025
Full time
 
MTS - Client Services, internship
Euronext Milan, Metropolitan City of Milan, Italy
Join the Client Services team as Client Services intern. The role is based in Milan. Key Responsibilities The resource will support the team on the following activities: Act as first point contact, support clients with day-to-day trading activities, resolving issues and configurations by phone, email or on-site as required. Raise cases to second level support and maintain client records. Monitor market processes, transactions and all other services that are fundamental for the correct functioning of the market and clients dedicated services Support Sales with client onboarding and management by providing timely responses and collaborating for best practice solutions, demos of the GUI onsite or via Webex Actively collaborate with all MTS groups in order to address/solve correctly market issues or improvements Create, Manage and delete users for clients Send out messages to all market participants Candidate Profile/ Key Skills The ideal candidate has:...

Dec 06, 2025
Full time
 
客户服务专员 (Client Services Representative)
Interactive Brokers Shanghai, China
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

Dec 06, 2025
Full time
 
Client Services Representative - New Accounts
Interactive Brokers Hybrid (Chicago, IL, USA)
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

Dec 04, 2025
Part time
 
Trainee - Client Services
Euronext Oslo, Norway
Client Serivces er ansvarlig for å motta og behandle forespørsler og henvendelser fra våre kunder. Er du under utdanning og ønsker å kickstarte karrieren innen verdipapirmarkedet? Trives du med å betjene kunder og bygge sterke relasjoner? Da kan du være den vi søker etter! Euronext Securities  er en del av Euronext-konsernet og tilbyr produkter og tjenester til norske og internasjonale utstedere og investorer gjennom et nettverk av godt og vel 150 banker, verdipapirforetak og fondsforvaltere. Vi har som mål å posisjonere Euronext Securities som den foretrukne verdipapirsentralen i Europa, og skal kjennetegnes av å være kundeorienterte og pålitelige.   For å styrke vår posisjon og tilrettelegge for fornyelse og videre vekst, søker vi nå etter en Trainee som kan bidra i vårt team  Nordic Client Services.  Teamet består av 10 medarbeidere fordelt på kontorene i Oslo og København, og tilhører seksjon Nordic Business Operations som er ansvarlig for gjennomføring av daglig drift,...

Dec 03, 2025
Full time
 
Client Services Delivery Manager
Nasdaq Vilnius, Vilnius City Municipality, Lithuania
The Role We are seeking a Support Manager to lead a team of professionals within our Nasdaq Governance Solutions Customer Support Team. This role is critical in fostering a positive team culture, driving a client-centric approach, and ensuring best-in-class customer service for our global customers. The Support Manager will collaborate closely with direct reports, Customer Success Management, Product Management, and other support leaders to deliver operational excellence and continuous improvement.   What You’ll Do   Team Leadership & Development Supervise and mentor a team of support professionals in a 24/7/365 environment. Foster a positive, inclusive, and high-performance culture. Conduct regular coaching sessions, performance reviews, and career development planning. Customer Service Excellence Ensure timely, accurate, and empathetic resolution of client inquiries. Champion a client-first mindset across the team. Monitor service quality and...

Dec 03, 2025